During my 20 year career in financial services in Canada and the UK, I have worked with many inspiring individuals and gained a deep understanding of human relationships.
The greatest reward of my career has been the opportunity to work with individuals and companies to ensure their business strategies thoroughly meet their needs. As a financial advisor at Edwards Jones, I now have the opportunity to focus on individual investors' evolving needs and build personalized strategies that makes them feel financially safe and secure.
By listening to what is important, I create financial strategies that provide the assurance of being on track to meet key life goals.
Whether those goals include putting your children through university, making sure you've saved enough for retirement or leaving something for your heirs, I build the appropriate portfolio of investments and insurance protection to meet those goals.
Above all, I am blessed by my wonderful family and children, who bring joy into all aspects of my life.
- Wealth Strategies
- Retirement Savings Strategies
- Education Savings Strategies
- Divorce Finances
- Business Owner Considerations
- Employee Stock Options
My Personal Interests
- Community Outreach